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ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets156.62B
JOHCM Global Select Institutional
Price$11.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.44M
ANWPX vs JOGIX Comparison Chart in %
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ANWPX vs. JOGIX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Hold and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 157B vs. JOGIX (6.44M). ANWPX pays higher dividends than JOGIX: ANWPX (0.50) vs JOGIX (0.00). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWPX (0.73). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 18.69 vs. JOGIX (-9.53). ANWPX return over 5 years is better than : 37.59 vs. JOGIX (-29.85).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.02 | 72% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 13.524 | 2.259 | 599% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 6.44M | 2,439,024% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 18.69 | -9.53 | -196% |
| Returns for 3 years | 36.50 | -18.11 | -202% |
| Returns for 5 years | 37.59 | -29.85 | -126% |
| Returns for 10 years | 84.63 | -11.39 | -743% |
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